Best Valuepickr contest 2015

Airan · January 17, 2015, 7:01am

KTIL	10%
Design Intellect	15%
DHFL	10%
JVL Agro	10%
Suven	10%
Cairn India	5%
Deepak Fert	8%
Deep	8%
Borosil	4%
Rain Industries	20%

These picks are only for the sake of this contest.And should NOT be construed as recommendations on the behalf of the individual.Kindly treat this as a contest/competition & do your own due diligence before investing in any of these stocks.The individual shall not be responsible for any losses incurred,if the viewer/investor puts his money in these names

bluesman · January 18, 2015, 10:18am

My picks

Exide 20%

Hexaware 10%

R Systems 10%

Kajaria 10%

Torrent Pharma 20%

Coal India 10%

Redington 20%

sharemarketgen_ · January 18, 2015, 6:39pm

Guys,

Please don’t crowd the thread with new sets of ‘stock picks’.If you just go through the ‘instructions’ laid down by Gaurav,then you will find that 9th Jan,2015 was the last date for accepting entries to the contest.The date has already passed & Gaurav shall soon update us with the new Excel sheet. So,kindly refrain from more of such posts,

Regards.

sinhalgaurav · January 18, 2015, 8:01pm

Hi All

Please find the spreadsheet with all the entries till 9th Jan.

Few points I want mention:

1). Some of the stocks posted were confusing at certain times e.g Mold Tek. So I have used the name that looked more common or known.

2). I have accepted all the entries before 9th Jan. Some of them had more then 10 stocks or less the 5% allocation but I have decided to take it in till its before cut off date

3). There are lot of entries, I have added for everyone & tried not to commit a mistake, but please point me to error(s) if any.

4). Please keep me informed about corporate actions that impact the input price ( except dividends which we should ignore), I have no idea about certain stocks in the list, will be grateful if people help.

Thanks, Happy Investing,Hope lot of us get good positive return this year as well.

Gaurav

anshul2106 · January 19, 2015, 2:45am

Thanks Gaurav!! That was lot of work, appreciate it.

neointown · January 19, 2015, 3:18am

Really good work Gaurav!! Appreciate it.

sajijohn · January 19, 2015, 3:23am

Thanks Gaurav!! That was a herculean task you undertook.

arunsg · January 19, 2015, 2:12pm

Good work, Gaurav really laudable!

The stock I referred to was CARE, not CRISIL. Can you please make that correction?

Thanks again

Arun

Anant · January 20, 2015, 12:28am

Just a correction: From my picks:

Tasty Bite 20%

I think you need to change TV today to Tasty Bite in my case.

A correction in Jan 1 prices: Zen Technologies was trading at 41.25 on 31st closing.

sinhalgaurav · January 27, 2015, 8:38pm

Arun/ Anant: I have done the corrections specified by you.

I have also adjusted the prices for the rights issue of Can fin homes and bonus issues of RS software.

dd1474 · January 28, 2015, 12:32pm

@Gaurav,

Very good work.

Please update my investment (Dhiraj )in Whirlpool as Whirlpool of India (NSE:WHIRLPOOL, BSE Code500238) December 31 2014 Closing price was Rs 652.

arunsg · January 28, 2015, 4:00pm

Thanks, Gaurav!

manojag · February 1, 2015, 10:09am

I would bet on Niraj Kumar’s portfolio to win.

puneetkataria · February 3, 2015, 7:40pm

I did some analysis on VPs combined convictions. Below are the stock that have maximum crowd conviction behind them.

Symbol	Stock	Price -> 9/1/2015	Latest	Return YTD	Crowd Investment
shilpamed	Shilpa Medicare Ltd	741.15	935	26.16%	298.00%
530117	Adi Finechem Ltd	337	362	7.42%	108.61%
mayuruniq	Mayur Uniquoters Limited	442.65	475	7.31%	114.11%
ajantpharm	Ajanta Pharma Ltd	2315	2535.4	9.52%	276.00%
512573	Avanti Feeds Ltd	1581	1644.2	4.00%	169.00%
repcohome	Repco Home Finance Ltd	699	668.05	-4.43%	231.00%
kitex	Kitex Garments Limited	548.95	519.7	-5.33%	102.00%
kscl	Kaveri Seed Company Limited	802	738	-7.98%	157.00%
canfinhome	Can Fin Homes Ltd	615.3	630	2.39%	165.00%

sinha124 · February 4, 2015, 4:04am

Thanks Punnet, good idea.

I also did the same, but could not share.

I would be nice to have some brief discussion on these 9 top collective picks, especially by seniors like Donald and Hitesh ( adhering to Sebi guidelines)

In these9, I also have 5 in my PF, to me Adi FineChem, Kaveri, Avanti, Mayur is a surprise that so many ppl are still bulllish on ( I may be wrong)

What about somesimple 1/2 line commnets/rational/investment case etc.from Donald /Hitesh/Ayush on our public demand? ( obviously within Sebi guidelines)

sharemarketgen_ · February 7, 2015, 7:47am

Hi Gaurav,

Just checked the sheet yesterday.My compliments on the superb work you have done!

There is one correction you will need to make: When I posted my ‘top picks’ I had mentioned this:

“…
4) TVS Motors/Gabriel India: 10% [5% each]
5) MM Forgings: 10%
6) Sonata Software: 20%
…”

However,in the sheet,10% each has been allocated to TVS & Gabriel,rather than the 5% each(which would have added upto 10%,leaving 20% more to be allocated),I had mentioned.Sonata seems absent.

Kindly rectify the error.Apologies for the ambiguity.

Ravenrage · February 7, 2015, 10:19am

How about comparing the performances with a random portfolio ?

giridesh3 · February 20, 2015, 12:27pm

I see many names familiar. These are the same names which have given us multi-bagger returns in the last 2 years. But the question is which stocks now we need to focus on that will give us multi-bagger returns in the next 2-3 years? Can we still rely on the same stocks (although they can still prove to be steady compounders… Momentum will ensure that.) to give us our next big wins?

kb_snn · February 20, 2015, 1:06pm

Dear Girish ,

I agree . Howard Mark quote "When you hear of sure thing of investing run another way "

The only moat for value investors in Margin of safety . Most of the favourite picks have reported historically high earnings and multiples too are high . The risk of failure is too high

As value investors we need to look sectors that are out of favour .

rinkupranjan · February 21, 2015, 9:04am

tree house education 20%

somany ceramics 10%

mahindra holiday 10%

mayur uniquoters 10%

sanghvi movers 10%

ratnamani metals 10%

voltamp transformers 10%

atul auto 10%

kovai medical 10%